Your financial future deserves a strong foundation. We're here to help you build it.
Most investors have access to a limited number of investment tools. WealthCo Asset Management invests like major pension plans so you can have peace of mind and confidence in the future.
Diversify Your Wealth
Mitigate Your Risk
Secure Your Future
Bringing Institutional Investment Strategy to Individual Investors.
We think of your investments as a mini-pension fund. For many investors, moving towards a pension-style investment philosophy fits nicely with their long-term goals and objectives.
Pension style investing can…
- Help grow your savings by focusing on a diversified portfolio.
- Help you manage risk by diversifying across a range of asset classes.
- Help you generate income in retirement.
- Help protect your purchasing power over the long term.
- Help you avoid making short-term investment decisions.
Outgrowing the 60/40 Portfolio
In today’s rapidly changing market, the age-old 60% stocks and 40% bonds strategy no longer suffices as optimal diversification.
As an example in 2022, both stocks and bonds declined by over 10%, leaving investors in a traditional 60/40 portfolio feeling the pain of a market correction.
Next-Level Diversification: The Institutional Advantage
Large institutional investors like pension funds have largely outperformed traditional investing. Why? They’ve leveraged alternative investments.
WealthCo Asset Management embraces this pension-style approach to provide our clients with unique growth potential and an extra layer of diversification beyond the traditional asset classes.
Our value beyond the numbers
WealthCo Asset Management’s aim is to help you sleep better at night by offering you peace of mind. Here’s how.
An Integrated Approach
Formulate a plan that considers all aspects of your financial life and make better decisions by working collaboratively with all of your professional advisors
Capital Pooling
Capital pooling provides scale, diversification, and access to alternative investments not otherwise available on retail platforms.
Deeper Diversification
All assets are pooled into 4 distinct funds giving you the flexibility and diversification otherwise not available in the retail market.
Peace of Mind
We strive to deliver above-average risk-adjusted returns. We’re more concerned about downside protection than upside capture.
First Class Sub-Advisors
Our sub-advisors are experts in their niche, and offer you exposure to a diverse mix of alternative investments.
Spectrum of Options
Experience the comfort of a portfolio that fits your risk tolerance and financial objectives.
What our clients have to say.
“
WealthCo has always given me a great deal of comfort with all of my investing portfolios. Now thankfully I am experiencing a good quality of life in my retirement.
– Colin R.
More than Stocks and Bonds. Why Alternative Investments matter.
Alternative investments are assets that fall outside of traditional investments like stocks, bonds, and cash, and generally includes a range of asset classes.
Like adding new players to your investment team, they offer different skills and can help you win more often, defend better when the game gets tough, and make sure you don’t rely on just one player. This way, if one player (or investment) isn’t performing well, the rest of your team can step in to support.
Distinct Diversification Simplified.
Our client-focused strategy includes four proprietary investment pools: Alternative Income, Fixed Income, Alternative Growth, and Core Equities. Each of these pools offers distinct opportunities and plays a unique role in your overall portfolio.
We make investing less about chance and more about choice.
We cater to your various risk tolerances and financial goals by providing four allocation options: Conservative, Balanced, Growth, and Aggressive Growth. These options allow you to strike the perfect balance between risk and return, based on your personal preferences and financial objectives.
At WealthCo Asset Management you aren’t just investing your money – you’re shaping your financial future.
Some of Our Trusted Sub-Advisors
The clear path to an elevated investment portfolio.
1. Discovery
We begin by understanding your financial aspirations, risk tolerance, and investment preferences.
2. Advise
Based on your profile and market insights, we craft a personalized investment strategy to grow and protect your wealth.
3. Implement
Putting the strategy into action, we select and manage through WealthCo’s proprietary investment pools.
4. Review
We regularly reassess your investment strategy to ensure it remains in sync with your goals and objectives.
Don't just manage your money. Protect your financial future.
At WealthCo Asset Management, we understand that your financial journey is more than just numbers on a screen. It’s about the hard work you’ve put in, the dreams you’re aspiring to, and the legacy you hope to leave behind. We’re here to not only protect and grow your wealth but also to make sure you feel confident and secure about your financial future.
Our unique approach prioritizes extensive diversification, utilizing four proprietary investment pools: Alternative Income, Fixed Income, Alternative Growth, and Core Equities. Based on your risk appetite and financial goals, we align these pools into four allocation strategies: Conservative, Balanced, Growth, and Aggressive Growth. With WealthCo Asset Management, you’re not left to the whims of the market. Instead, you become an empowered investor, choosing the strategy that suits your unique situation and goals.
At WealthCo Asset Management we are dedicated to delivering value beyond your portfolio balance. We’re committed to being a reliable partner, working with your other professional advisors, to offer a pension-style investment approach and focusing on downside risk mitigation.
Let us guide you through the complex world of investing, and together we’ll turn your financial dreams into reality. With WealthCo Asset Management, your wealth is not just managed—it’s protected, nurtured, and positioned for sustainable growth.
Book your free Discovery Meeting.
Interested in learning more about how a pension-style approach can help you achieve your investment goals? Book a Discovery meeting with a team member today.